Investor universe

The public-regulatory universe, RIAs & family offices (Form ADV) and institutional managers (13F). Click any entity for its profile & holdings. Read-only; public SEC data, no contacts.

Type:AllRIAs / family offices13F managersIssuersAUM ≥:Any$1B$10B$100B

8,796 matches · showing 801900 (page 9 of 88)

EntityTypeAUMLocationAnchor
B. Riley Wealth Advisors, Inc.13F managerCIK 1464811
B.O.S.S. Retirement Advisors, LLC13F managerCIK 1964810
B&D White Capital Company, LLC13F managerCIK 1752523
B&I Capital AG13F managerCIK 1843527
Baader Bank Aktiengesellschaft13F managerCIK 1542629
Babb Wealth Advisors LLC13F managerCIK 2047312
Badgley Phelps Wealth Managers, LLC13F managerCIK 1895362
Baer Investment Advisory LLC13F managerCIK 2057153
BAHL & GAYNOR INC13F managerCIK 872259
BAILARD, INC.13F managerCIK 750641
BAILLIE GIFFORD & CO13F managerCIK 1088875
Bain Capital Credit, LP13F managerCIK 1317947
BAIN CAPITAL INVESTORS LLC13F managerCIK 1040508
Bain Capital Life Sciences Investors, LLC13F managerCIK 1703031
Bain Capital Prairie, LLC13F managerCIK 2067353
Bain Capital Public Equity Management II, LLC13F managerCIK 1768111
Bain Capital Public Equity, LP13F managerCIK 1962552
BAIN CAPITAL VENTURE INVESTORS, LLC13F managerCIK 1309469
Baird Financial Group, Inc.13F managerCIK 1648711
Bakala Capital LLC13F managerCIK 1976751
Baker Avenue Asset Management, LP13F managerCIK 1432529
BAKER BOYER NATIONAL BANK13F managerCIK 1079398
BAKER BROS. ADVISORS LP13F managerCIK 1263508
Baker Chad R13F managerCIK 1666470
Baker Ellis Asset Management LLC13F managerCIK 1365559
BAKER TILLY WEALTH MANAGEMENT, LLC13F managerCIK 1840565
BALANCE CAPITAL PARTNERS L.P.13F managerCIK 2109256
Balance Wealth, LLC13F managerCIK 2065247
Balanced Rock Investment Advisors LLC13F managerCIK 2011851
BALANCED WEALTH GROUP LLC13F managerCIK 2009783
Balboa Wealth Partners13F managerCIK 1929008
Baldwin Investment Management, LLC13F managerCIK 1346378
BALDWIN WEALTH PARTNERS LLC/MA13F managerCIK 1021258
Balefire, LLC13F managerCIK 1750924
Balentine LLC13F managerCIK 1586678
Ball & Co Wealth Management Inc.13F managerCIK 2057075
BALLAST ADVISORS LLC13F managerCIK 1803415
Ballast Asset Management, LP13F managerCIK 1998389
Ballast Financial Advisors LLC13F managerCIK 2109821
Ballast Rock Private Wealth LLC13F managerCIK 2106928
Ballast, Inc.13F managerCIK 1730477
Ballentine Capital Advisors, Inc13F managerCIK 2011580
Ballentine Partners, LLC13F managerCIK 1374889
Ballew Advisors, Inc13F managerCIK 1729096
Baltimore-Washington Financial Advisors, Inc.13F managerCIK 1555486
BALYASNY ASSET MANAGEMENT L.P.13F managerCIK 1218710
BAM Wealth Management, LLC13F managerCIK 2093649
BAMCO INC /NY/13F managerCIK 1017918
BANC FUNDS CO LLC13F managerCIK 1029311
BancFirst Trust & Investment Management13F managerCIK 1914099
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.13F managerCIK 842180
Banco BTG Pactual S.A.13F managerCIK 1536080
Banco de Sabadell, S.A13F managerCIK 1730299
Banco Santander, S.A.13F managerCIK 891478
Bancreek Capital Management, LP13F managerCIK 1852042
Bandera Partners LLC13F managerCIK 1399386
Bangor Savings Bank13F managerCIK 1352675
Bank & Trust Co13F managerCIK 2026082
BANK HAPOALIM BM13F managerCIK 902528
Bank Julius Baer & Co. Ltd, Zurich13F managerCIK 1544599
BANK OF AMERICA CORP /DE/13F managerCIK 70858
Bank of Finland13F managerCIK 1844891
BANK OF HAWAII13F managerCIK 315080
Bank of Italy13F managerCIK 1426449
Bank of Jackson Hole Trust13F managerCIK 2040900
BANK OF KOREA13F managerCIK 1965704
Bank of Marin13F managerCIK 1801145
BANK OF MONTREAL /CAN/13F managerCIK 927971
Bank of New Hampshire13F managerCIK 1870761
Bank of New York Mellon Corp13F managerCIK 1390777
BANK OF NOVA SCOTIA13F managerCIK 9631
BANK OF NOVA SCOTIA TRUST CO13F managerCIK 1335382
BANK OF STOCKTON13F managerCIK 1387723
Bank OZK13F managerCIK 1569650
Bank Pictet & Cie (Europe) AG13F managerCIK 1123274
BankChampaign, National Association13F managerCIK 2135773
BankPlus Trust Department13F managerCIK 2047270
BankPlus Wealth Management LLC13F managerCIK 2051117
BANNERMAN WEALTH MANAGEMENT GROUP, LLC13F managerCIK 2058816
Bannerstone Capital Management, LLC13F managerCIK 2083499
Banque Cantonale Vaudoise13F managerCIK 1793755
Banque de Luxembourg S.A.13F managerCIK 2055344
BANQUE PICTET & CIE SA13F managerCIK 1535602
Banque Transatlantique SA13F managerCIK 2056095
BANTA ASSET MANAGEMENT LP13F managerCIK 1426960
BANTAMAC CAPITAL, LLC13F managerCIK 1794972
BANYAN CAPITAL MANAGEMENT, INC.13F managerCIK 846600
BAR HARBOR WEALTH MANAGEMENT13F managerCIK 1035463
Barbara Oil Co.13F managerCIK 1599670
BARCLAYS PLC13F managerCIK 312069
BARD ASSOCIATES INC13F managerCIK 1105907
Barden Capital Management, Inc.13F managerCIK 1906798
BARDIN HILL MANAGEMENT PARTNERS LP13F managerCIK 1616416
Bare Financial Services, Inc13F managerCIK 2009426
Baring Financial LLC13F managerCIK 2052588
Baring Fintech Fund III Managers Ltd13F managerCIK 2053281
Baring Fintech Manager Holding Ltd13F managerCIK 2053290
BARINGS LLC13F managerCIK 9015
BARINGTON COMPANIES MANAGEMENT, LLC13F managerCIK 887762
BARLOW WEALTH PARTNERS, LLC13F managerCIK 1999928
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